Colin has been with Northwestern Mutual since February of 2006. He has assumed responsibility for securities analysis and portfolio design for Kevin. Colin is a Truman State University graduate, holding a B.S. in Business Administration. In 2012 Colin completed his CLU®, and ChFC® designations from the American College. Additional Designation of Preferred Portfolio Management was earned in 2019, and is a CFA, Level I candidate in 2022.

As part of the team, Colin:

• Runs securities analysis and recommendations for existing and prospective advisory client accounts.
• Examines performance reports in our investment committee for risk management and quality control.
• Executes buy, sell, and rebalancing orders; maintaining asset models.
• Contacts clients on behalf of the Wealth Management Advisor (WMA) for the purpose of developing advisory plan and providing technical explanations of investment plan.
• Participates in client meetings for operational or technical support.

Starting her career as an Associate Financial Representative in 2016, Tayler quickly saw the long-term advantages and benefits of beginning financial planning at a young age. With her extensive organizational skills and keen attention to detail, she soon realized that she enjoyed the support staff and client servicing role the most. She joined Kevin's team in September 2020 as the Insurance Operations Lead.

As part of the team, Tayler:

• Coordinates the insurance application and underwriting process with clients from start to finish.
• Works on the client's behalf to expedite policy approval and ensures the accuracy in the information provided.
• Prepares and individualizes insurance plans, proposals, and review information for client meetings.
• Completes and submits new annuity account paperwork.
• Handles insurance service-related questions or policy issues to ensure appropriate resolution.
• Educates the clients on Northwestern Mutual products and services and potential value for their financial goals.

Connor started at Northwestern Mutual in 2016 in the college internship program and finished as a top ten intern in the firm's southern region. Connor joined Kevin's team in February of 2023 after serving as an associate advisor with Buckingham Strategic Partners. He graduated from the University of Missouri - St. Louis with a Finance degree with an emphasis in financial planning and a minor in accounting. In June of 2020, Connor completed his CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® designations from the American College.

As part of the team, Connor:

• Contacts clients on behalf of the Wealth Management Advisor (WMA) for the purpose of developing plans and providing technical explanations of investment plan.
• Participates in client meetings for operational or technical support
• Facilitates new client introductions to the firm on behalf of the Wealth Management Advisor (WMA)

Jacob has been working with the Northwestern Mutual team since 2022 and has obtained his Series 7 and 66 securities registrations. He graduated from Concordia University Wisconsin with a bachelor's in communication. He has been in finance for 15+ years with a background in financial planning and service. He is passionate about helping clients achieve their goals. When he isn't working, Jacob is enthusiastic about health and fitness and previously worked as a certified personal trainer.

As part of the team, Jacob:

• Advisory Account Opening and Service: Establish client accounts, service client distributions, contributions, rollovers, transfers and charitable gift authorizations as well as maintains regulatory information concerning account goals and contact information.
• Contacts clients on behalf of the Wealth Management Advisor (WMA) for the purpose of developing advisory plan and providing technical explanations of investment plan.
• Participates in client meetings for operational or technical support.